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Ethic Inc’s United Bankshares UBSI Stock Holding History

Ethic Inc’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,972
Closed -$206K – 1299
2025
Q1 		$206K Buy
5,972
+537
+10% +$19.7K ﹤0.01% 1065
2024
Q4 		$204K Sell
5,435
-1,101
-17% -$43.4K ﹤0.01% 1057
2024
Q3 		$234K Buy
+6,536
New +$239K 0.01% 964
2024
Q2 		– Sell
-6,536
Closed -$234K – 1174
2024
Q1 		$234K Sell
6,536
-216
-3% -$7.64K 0.01% 962
2023
Q4 		$254K Buy
+6,752
New +$215K 0.01% 922
2023
Q3 		– Sell
-12,739
Closed -$378K – 1063
2023
Q2 		$378K Sell
12,739
-4,190
-25% -$132K 0.01% 730
2023
Q1 		$596K Sell
16,929
-236
-1% -$9.26K 0.02% 600
2022
Q4 		$695K Buy
17,165
+1,614
+10% +$65.4K 0.04% 469
2022
Q3 		$556K Buy
15,551
+1,681
+12% +$62.7K 0.04% 465
2022
Q2 		$486K Buy
+13,870
New +$487K 0.03% 479

Other funds holding UBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ethic Inc's UBSI Position: Q2 2025 in Review

Ethic Inc sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 5,972 shares — an estimated $206K sold.

Ethic Inc first reported a position in UBSI in Q2 2022 and held it in 10 quarters. The position peaked at $695K in Q4 2022. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Ethic Inc reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 5,972 United Bankshares shares in Q2 2025, an estimated $206K.
  • Ethic Inc first reported a position in United Bankshares in Q2 2022 and held it in 10 quarters.
  • Ethic Inc's United Bankshares position peaked at $695K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.